Joana

Experienced Bookkeeper | Clean-up and Catch-up Records | QBO

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Overview

Looking for part-time work (5 hours/day)

at $10.00/hour ($1,100.00/month)

Technological Institute of the Philippines

Last Active

December 4th, 2024 (yesterday)

Member Since

April 23rd, 2020

Profile Description

Difficulty managing financial records and transactions?
Lack of knowledge or expertise in bookkeeping?
Time-consuming nature of bookkeeping tasks?
Inaccurate or incomplete financial reports?

I got you! 

Here are the client’s common pain points and how I change the business trajectory “wink”

1. Difficulty managing financial records and transactions 
- Provide streamlined systems and tools for organizing and tracking financial data.
 
2. Lack of knowledge or expertise in bookkeeping
- Offer expert bookkeeping services with trained professionals.

3. Time-consuming nature of bookkeeping tasks 
- Take care of bookkeeping responsibilities, allowing clients to focus on core business activities.

4. Inaccurate or incomplete financial reports 
- Ensure accuracy and completeness of financial reports through meticulous data entry and reconciliation.

5. Risk of errors and mistakes in bookkeeping entries
- Implement thorough quality control processes to minimize errors and ensure accuracy.

6. Compliance with tax regulations and reporting requirements 
- Stay updated on tax regulations and handle tax filings and reporting on behalf of clients.

7. Inefficient organization and tracking of receipts and invoices
- Introduce digital solutions for receipt and invoice management, enabling easy organization and retrieval.

8. Challenges in reconciling bank statements and financial accounts
- Conduct regular bank reconciliations to ensure the accuracy of financial records.

9. Limited visibility into the financial health of the business
- Provide regular financial statements and reports to offer insights into the business's financial status.

10. Need for professional advice and guidance on financial matters
- Offer expert financial advice and guidance tailored to the client's specific needs.

11. Cost concerns associated with hiring a full-time bookkeeper
- Provide cost-effective bookkeeping services, either on a part-time basis or through outsourcing.

If you have a question about your unique circumstance

Send me a personalized message

Also, here are the tools that I’ve been using all these years.

ACCOUNTING SOFTWARE 
- Quickbooks Online
- Xero
- Gusto Payroll

PROJECT MANAGEMENT
- Notion
- ClickUp
- Slack
- Trello
- Airtable

As you see, in a nutshell, I’m very tech-savvy 

I’m the second set of motivated hands and brains you can trust to lighten your workload and ensure accurate and organized financial records and transactions – right on the first try.  “wink”

If you’re ready to team up for success, here are the next steps.
Send me a personalized message

P.S. You’re losing time not delegating all the stuff I can do for you. 

Basic Information

Age
34
Gender
Female
Website
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Address
ANGONO, RIZAL
Tests Taken
IQ
Score:  125
DISC
Dominance: 48%
Influence: 20%
Steadiness: 7%
Compliance: 24%
English
C2(Advanced/Mastery)
Government ID
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